SUREVEST, LLC – iShares Morningstar Small-Cap ETF Transaction History
SUREVEST, LLC portfolio value:
$1.07M
portfolio value
SUREVEST, LLC quarter portfolio value change:
-3.50%
quarter
iShares Morningstar Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +8.33% | 1.94K shares | 47K | $42.7 | 25.21K |
| Q2 2022 | share | Increase | +2.20% | 500 shares | -189K | $44.25 | 23.27K |
| Q1 2022 | share | Increase | +1704.75% | 21.51K shares | 1.14M | $53.54 | 22.77K |
| Q4 2021 | share | Increase | 0.00% | 1.26K shares | 72K | $57.31 | 1.26K |